10 episodes

Every Saturday from 9:00-10:00 a.m. EST, the CERTIFIED FINANCIAL PLANNER™ professionals from CFG host “On the Money”, one of Central Florida’s most listened to financial call-in radio programs. Listen live every Saturday morning from 9 to 10 a.m. on NEWS 96.5 WDBO FM. You can also sign up for On The Money emails to be notified of the topic each week.

On The Money On The Money

    • Business
    • 5.0 • 13 Ratings

Every Saturday from 9:00-10:00 a.m. EST, the CERTIFIED FINANCIAL PLANNER™ professionals from CFG host “On the Money”, one of Central Florida’s most listened to financial call-in radio programs. Listen live every Saturday morning from 9 to 10 a.m. on NEWS 96.5 WDBO FM. You can also sign up for On The Money emails to be notified of the topic each week.

    The Roth IRA is under attack.

    The Roth IRA is under attack.

    Hosted By:

    Joe Bert CFP® & Nancy Hecht CFP®



    Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

    Submit your questions to:  1-844-220-0965

    Joe@FinancialGroup.com •  Nancy@FinancialGroup.com



     

    • 38 min
    Charitable Giving Strategies

    Charitable Giving Strategies

    Hosted By:

    Chris Toadvine CFP® & Joe Bert CFP®



    Chris Toadvine CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

    Submit your questions to:  1-844-220-0965

    Chris@FinancialGroup.com •  Joe@FinancialGroup.com



     

    • 36 min
    Make July 4th your “financial” Independence Day

    Make July 4th your “financial” Independence Day

    Hosted By:

    Denise Kovach CFP® & Joe Bert CFP®



    Denise Kovach CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Today’s topic, “Year End Planning Checklist”

    Submit your questions to:  1-844-220-0965

    Denise@FinancialGroup.com •  Joe@FinancialGroup.com

    • 35 min
    Questions to Ask a Prospective Financial Advisor

    Questions to Ask a Prospective Financial Advisor

    Hosted By:

    Chris Toadvine CFP® & Joe Bert CFP®



    Chris Toadvine CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

    Submit your questions to:  1-844-220-0965

    Chris@FinancialGroup.com •  Joe@FinancialGroup.com



     

    • 36 min
    Your Dad says “Do this now!” Hurricane prep tips from your Dad.

    Your Dad says “Do this now!” Hurricane prep tips from your Dad.

    Hosted By:

    Rodney Ownby CFP® CPA and Nancy Hecht CFP®

    Rodney Ownby CFP® CPA and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

    Submit your questions to:  1-844-220-0965

    Rodney@FinancialGroup.com • Nancy@FinancialGroup.com

    • 36 min
    Who should consider a Reverse Mortgage? Is there a certain age where this strategy makes sense?

    Who should consider a Reverse Mortgage? Is there a certain age where this strategy makes sense?

    Hosted By:

    Chris Toadvine CFP® & Aaron Bert CFP®



    Chris Toadvine CFP®  and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

    Submit your questions to:  1-844-220-0965

    Chris@FinancialGroup.com •  Aaron@FinancialGroup.com



     

    • 34 min

Customer Reviews

5.0 out of 5
13 Ratings

13 Ratings

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